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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Bedel Financial Consulting, Inc.

Quarter ended Q1 2023 · Filed February 7, 2023 · Accession 0001765380-23-000029

Total Value
$402.1M
Positions
226
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (226)

#IssuerTicker / CUSIPSharesValue% of Filing
1LILLY ELI & COLLY323,012$118.2M29.38%
2VANGUARD MUN BD FDS922907746609,678$30.2M7.50%
3JANUS DETROIT STR TR47103U886453,142$21.5M5.34%
4APPLE INCAAPL84,302$11.0M2.72%
5SSGA ACTIVE ETF TR78467V848265,584$10.6M2.64%
6MICROSOFT CORPMSFT35,121$8.4M2.09%
7ISHARES TR46428888599,483$8.3M2.07%
8DIMENSIONAL ETF TRUST25434V302326,131$7.2M1.78%
9INNOVATOR ETFS TRINHD253,138$7.1M1.77%
10GLOBAL X FDS37954Y376312,036$7.0M1.75%
11SPDR S&P 500 ETF TRSPY15,358$5.9M1.46%
12BERKSHIRE HATHAWAY INC DELBRK-A18,470$5.7M1.42%
13DIMENSIONAL ETF TRUST25434V807184,178$5.6M1.39%
14CAPITAL GROUP GROWTH ETF14020G101223,754$4.5M1.11%
15JPMORGAN CHASE & COVYLD31,871$4.3M1.06%
16ISHARES TR46428830769,405$3.7M0.93%
17VANGUARD SCOTTSDALE FDS92206C40947,876$3.6M0.90%
18ISHARES TR4642872008,773$3.4M0.84%
19ISHARES TR46428840653,723$3.3M0.83%
20ISHARES TR46434V26696,111$2.9M0.72%
21EXXON MOBIL CORPXOM24,130$2.7M0.66%
22JOHNSON & JOHNSONJNJ14,602$2.6M0.64%
23ISHARES TR46432F33920,795$2.4M0.59%
24PEPSICO INCPEP12,755$2.3M0.57%
25FIRST TR EXCHANGE-TRADED ALP33737M30039,309$2.2M0.54%
26AMERICAN CENTY ETF TR02507279435,634$2.1M0.52%
27ABBVIE INCABBV12,486$2.0M0.50%
28PROCTER AND GAMBLE CO74271810912,534$1.9M0.47%
29VANGUARD INDEX FDS9229087699,279$1.8M0.44%
30HOME DEPOT INCHD5,522$1.7M0.43%
31CUMMINS INCCMI7,027$1.7M0.42%
32ALPHABET INCGOOG19,086$1.7M0.42%
33CISCO SYS INCCSCO33,428$1.6M0.40%
34ISHARES TR4642875076,499$1.6M0.39%
35DISNEY WALT CO25468710617,603$1.5M0.38%
36FIRST TR MID CAP CORE ALPHAD33735B10816,900$1.5M0.37%
37PIMCO ETF TR72201R83314,918$1.5M0.37%
38CHEVRON CORP NEWCVX8,167$1.5M0.36%
39PFIZER INCPFE28,606$1.5M0.36%
40HONEYWELL INTL INC4385161066,766$1.4M0.36%
41COCA COLA COKO22,488$1.4M0.36%
42PACER FDS TR69374H88130,786$1.4M0.35%
43INNOVATOR ETFS TRINHD51,051$1.4M0.35%
44MCDONALDS CORPMCD5,134$1.4M0.34%
45ALPHABET INCGOOG15,124$1.3M0.33%
46WALMART INCWMT9,245$1.3M0.33%
47DANAHER CORPORATION2358511024,866$1.3M0.32%
48INNOVATOR ETFS TRINHD42,039$1.3M0.31%
49AUTOMATIC DATA PROCESSING INADP5,211$1.2M0.31%
50ORACLE CORPORCL-PD15,039$1.2M0.31%
51OREILLY AUTOMOTIVE INC67103H1071,447$1.2M0.30%
52ISHARES TR4642876556,824$1.2M0.30%
53PACER FDS TR69374H85732,881$1.2M0.29%
54ISHARES TR46428746517,996$1.2M0.29%
55ISHARES TR46428824025,308$1.2M0.29%
56LOWES COS INC5486611075,194$1.0M0.26%
57AMAZON COM INCAMZN12,219$1.0M0.26%
58ISHARES TR46428749914,685$990,4770.25%
59NEXTERA ENERGY INCNEE-PW11,620$971,4740.24%
60SIMON PPTY GROUP INC NEW8288061098,178$960,7910.24%
61INTUITIVE SURGICAL INCISRG3,616$959,5060.24%
62EXLSERVICE HOLDINGS INCEXLS5,484$929,1540.23%
63ILLINOIS TOOL WKS INC4523081094,171$918,9040.23%
64APPLIED MATLS INC0382221059,186$894,5790.22%
65VANGUARD INDEX FDS9229083632,506$880,6230.22%
66INTEL CORPINTC32,429$857,0960.21%
67NIKE INCNKE7,297$853,8310.21%
68HUNTINGTON BANCSHARES INCHBANP59,996$845,9490.21%
69AMERICAN CENTY ETF TR02507230714,587$841,9620.21%
70VANGUARD INDEX FDS9229087363,938$839,2270.21%
71VANGUARD STAR FDS92190976815,119$781,9550.19%
72AMERICAN EXPRESS COAXP5,160$762,4560.19%
73KIMBERLY-CLARK CORPKMB5,607$761,1500.19%
74INNOVATOR ETFS TRINHD23,838$751,1350.19%
75VANGUARD INDEX FDS9229085539,024$744,2640.19%
76ISHARES TR4642876143,431$735,1610.18%
77ISHARES TR4642874736,951$732,2180.18%
78T ROWE PRICE ETF INC87283Q10735,111$723,9890.18%
79INNOVATOR ETFS TRINHD23,617$712,9970.18%
80MERCK & CO INCMRK6,390$708,9710.18%
81INVESCO EXCH TRADED FD TR IIIVZ10,646$680,2490.17%
82FIRST FINL BANCORP OH32020910927,412$664,1930.17%
83PIMCO ETF TR72201R86612,748$654,9920.16%
84PIMCO ETF TR72201R87413,184$649,9050.16%
85INNOVATOR ETFS TRINHD20,353$631,5310.16%
86ELEVANCE HEALTH INCELV1,227$629,4140.16%
87STARBUCKS CORPSBUX6,201$615,1730.15%
88INNOVATOR ETFS TRINHD19,241$611,0930.15%
89BOSTON SCIENTIFIC CORPBSX13,053$603,9620.15%
90INTERNATIONAL BUSINESS MACHSINTR4,265$600,8300.15%
91FIRST TR EXCHANGE-TRADED FD33733E3024,875$600,3560.15%
92CUSTOM TRUCK ONE SOURCE INCCTOS94,939$600,0140.15%
93INNOVATOR ETFS TRINHD22,336$575,2550.14%
94DIMENSIONAL ETF TRUST25434V50011,242$575,0390.14%
95ADOBE SYSTEMS INCORPORATEDADBE1,694$570,0820.14%
96GENERAL DYNAMICS CORPGD2,268$562,5910.14%
97PHILIP MORRIS INTL INC7181721095,429$549,4690.14%
98CSX CORPCSX17,730$549,2750.14%
99INNOVATOR ETFS TRINHD19,034$540,5660.13%
100SPDR GOLD TRGLD3,167$537,2500.13%
101VISA INCV2,545$528,7720.13%
102SCHWAB STRATEGIC TR80852410211,762$527,0670.13%
103UNITEDHEALTH GROUP INCUNH986$522,7570.13%
104CINTAS CORPCTAS1,155$521,6210.13%
105ISHARES TR4642871684,254$513,0320.13%
106US BANCORP DELUSB-PS11,656$508,3000.13%
107INVESCO EXCHANGE TRADED FD TIVZ10,740$505,4240.13%
108TIDAL ETF TR88636483523,881$499,3210.12%
109DIMENSIONAL ETF TRUST25434V60911,270$495,3020.12%
110VANGUARD INTL EQUITY INDEX F92204285812,700$495,0570.12%
111DUKE ENERGY CORP NEWDUKB4,792$493,5350.12%
112RAYTHEON TECHNOLOGIES CORPRTX4,873$491,7830.12%
113BALL CORPBALL9,600$490,9440.12%
1143M COMMM4,085$489,8960.12%
115VANGUARD INDEX FDS9229086113,018$479,2880.12%
116LAKELAND FINL CORP5116561006,450$470,6570.12%
117ISHARES TR4642874815,528$462,1450.11%
118INNOVATOR ETFS TRINHD19,121$460,5730.11%
119CONOCOPHILLIPSCOP3,824$451,2320.11%
120ISHARES TR4642876715,415$441,4310.11%
121CATERPILLAR INCCAT1,841$441,0030.11%
122SCHWAB STRATEGIC TR8085242019,767$440,9800.11%
123RESMED INCRSMDF2,100$437,0730.11%
124ALTRIA GROUP INCMO9,420$430,5910.11%
125BANK AMERICA CORP06050510412,835$425,1080.11%
126STRYKER CORPORATIONSYK1,733$423,8090.11%
127BRISTOL-MYERS SQUIBB COCELG-RI5,854$421,2220.10%
128COSTCO WHSL CORP NEW22160K105914$417,1540.10%
129SCHWAB STRATEGIC TR8085247975,497$415,2190.10%
130TESLA INCTSLA3,314$408,1660.10%
131ISHARES TR46428723410,759$407,7730.10%
132INNOVATOR ETFS TRINHD14,508$407,5300.10%
133WELLS FARGO CO NEW9497461019,865$407,3090.10%
134DUPONT DE NEMOURS INCDD5,876$403,2800.10%
135VANGUARD INDEX FDS9229087512,162$396,8920.10%
136UNION PAC CORPUNP1,900$393,4330.10%
137MATTHEWS ASIA FDS57712581814,874$393,2920.10%
138INNOVATOR ETFS TRINHD12,894$389,2800.10%
139ISHARES TR4642876481,811$388,4960.10%
140INNOVATOR ETFS TRINHD14,593$385,2550.10%
141ISHARES TR4642875982,530$383,7320.10%
142AMGEN INCAMGN1,447$380,0400.09%
143ISHARES TR4642878873,446$372,4090.09%
144NOVARTIS AGNVSEF3,958$359,0980.09%
145QUALCOMM INCQCOM3,223$354,3370.09%
146MASTERCARD INCORPORATEDMA1,013$352,1880.09%
147INNOVATOR ETFS TRINHD11,742$348,8550.09%
148SELECT SECTOR SPDR TR81369Y6059,993$341,7640.08%
149META PLATFORMS INCMETA2,818$339,1180.08%
150VANGUARD SPECIALIZED FUNDS9219088442,233$339,0810.08%
151ACCENTURE PLC IRELANDACN1,244$331,9490.08%
152COOPER COS INC2166484021,000$330,6700.08%
153CLOROX CO DELCLX2,354$330,3550.08%
154TARGET CORPTGT2,206$328,7930.08%
155SOUTHERN COSOMN4,529$323,3800.08%
156AMERICAN ELEC PWR CO INC0255371013,393$322,1650.08%
157NVIDIA CORPORATIONNVDA2,163$316,0650.08%
158MONDELEZ INTL INC6092071054,715$314,2420.08%
159VERIZON COMMUNICATIONS INCVZ7,846$309,1500.08%
160VANGUARD INTL EQUITY INDEX F9220427756,144$308,0600.08%
161CONAGRA BRANDS INCCAG7,945$307,4720.08%
162MASTEC INCMTZ3,534$301,5560.07%
163KROGER COKR6,712$299,2210.07%
164DOW INCDOW5,898$297,1770.07%
165SCHWAB STRATEGIC TR8085246077,333$297,0510.07%
166PIMCO ETF TR72201R7183,141$296,0710.07%
167VANGUARD SCOTTSDALE FDS92206C8703,801$294,6030.07%
168INNOVATOR ETFS TRINHD9,586$294,4840.07%
169AT&T INCT-PC15,892$292,5720.07%
170SPDR S&P MIDCAP 400 ETF TRMDY657$290,9130.07%
171EMERSON ELEC COEMR2,988$287,0270.07%
172UNILEVER PLCUNLYF5,643$284,1250.07%
173ISHARES TR4642876634,018$283,7910.07%
174ISHARES TR4642876221,307$275,1500.07%
175DEERE & CODE641$274,6390.07%
176INNOVATOR ETFS TRINHD9,338$273,1610.07%
177FIRSTENERGY CORPFE6,491$272,2390.07%
178INNOVATOR ETFS TRINHD8,227$271,8200.07%
179LYONDELLBASELL INDUSTRIES NLYB3,228$268,0360.07%
180WEYERHAEUSER CO MTN BEWY8,337$258,4590.06%
181VANGUARD WORLD FDS92204A702804$256,8060.06%
182INNOVATOR ETFS TRINHD11,117$256,0860.06%
183ILLUMINA INCILMN1,247$252,1430.06%
184INNOVATOR ETFS TRINHD8,932$251,5250.06%
185NEW JERSEY RES CORPNJR5,060$251,0770.06%
186CIGNA CORP NEW125523100752$249,1680.06%
187UNITED PARCEL SERVICE INCUPS1,421$247,0270.06%
188TJX COS INC NEW8725401093,103$247,0060.06%
189MORGAN STANLEYMS-PQ2,878$244,6800.06%
190INVESCO EXCHANGE TRADED FD TIVZ1,721$243,0790.06%
191GENUINE PARTS COGPC1,379$239,2700.06%
192INNOVATOR ETFS TRINHD8,003$239,2100.06%
193CORTEVA INCCTVA4,051$238,1000.06%
194PINNACLE WEST CAP CORPPNW3,111$236,5600.06%
195ISHARES TR46434V6214,679$233,9500.06%
196CAMPBELL SOUP COCPB4,113$233,4130.06%
197GENTEX CORPGNTX8,551$233,1860.06%
198PRUDENTIAL FINL INCPUKPF2,338$232,5370.06%
199DIMENSIONAL ETF TRUST25434V2039,267$232,0520.06%
200EATON CORP PLCETN1,463$229,6180.06%
201NISOURCE INCNI8,151$223,4900.06%
202STEEL DYNAMICS INCSTLD2,270$221,7730.06%
203ISHARES TR4642871762,082$221,6330.06%
204FEDEX CORPFDX1,271$220,1880.05%
205ISHARES TR46429B2679,641$219,0410.05%
206ABBOTT LABSABLZF1,969$216,1770.05%
207NUVEEN QUALITY MUNCP INCOMENU18,295$215,8810.05%
208SPDR SER TR78464A7631,703$213,1170.05%
209THOR INDS INC8851601012,790$210,6170.05%
210VANGUARD BD INDEX FDS9219378192,787$207,1580.05%
211INNOVATOR ETFS TRINHD7,261$205,8490.05%
212ISHARES TR4642878042,173$205,6330.05%
213WATERS CORP941848103600$205,5480.05%
214COMCAST CORP NEWCCZ5,874$205,4150.05%
215INNOVATOR ETFS TRINHD6,432$205,2560.05%
216INVESCO QQQ TRIVZ771$205,1860.05%
217VALERO ENERGY CORPVLO1,612$204,4980.05%
218DISCOVER FINL SVCS2547091082,072$202,7300.05%
219ENBRIDGE INCENNPF5,177$202,4210.05%
220MAGELLAN MIDSTREAM PRTNRS LP5590801064,000$200,8400.05%
221EVERGY INCEVRG3,180$200,1460.05%
222HORIZON BANCORP INCHBNC12,937$195,0900.05%
223NUVEEN MUNICIPAL CREDIT INCNU11,803$142,5800.04%
224SIRIUS XM HOLDINGS INCSIRI16,030$93,6150.02%
225EATON VANCE SR INCOME TRETN11,962$63,0400.02%
226OCUPHIRE PHARMA INCIRD15,000$52,9500.01%